| name | quick-scan |
| description | Lightweight 5-minute account snapshot. Company overview, top 3 triggers, top 3 personas,
and a go/no-go recommendation. Use when the AE wants a fast read on an account before
deciding whether to invest time in a full Greenfield run. No Account Brief, no message drafts.
|
Quick Scan — 5-Minute Account Snapshot
Use this skill when the AE wants a fast read on a target account. This is not a full Greenfield. It's a triage tool: snapshot the company, identify the top signals, name the top personas, and give a go/no-go recommendation in under 5 minutes.
Required Context
- Company name
- What you're selling (one sentence)
That's it. This skill is designed to run with minimal input.
Guardrails
Read and enforce:
Workflow
Step 1 — Open
Say exactly:
"Quick scan mode. This is the fastest useful read before you invest time in a full account breakdown. Give me the company name and what you're selling, and I'll give you the snapshot, top urgency signals, and the 3 people you'd want to reach — in about 5 minutes."
Step 2 — Research (fast)
Run as much as tools allow. Prioritize speed over depth:
- Company snapshot: What they do, how big they are, public or private, current strategic moment
- Top 3 triggers: Most compelling urgency signals from the last 90 days. Tag HIGH/MEDIUM/LOW.
- Top 3 personas: Who the AE should target, with roles and a one-line reason for each
- Competitive landscape: Who else is in this space? Any signals they're using a competitor?
- One-line wedge hypothesis: The single best angle to approach this account
Step 3 — Output
═══════════════════════════════════════
QUICK SCAN — [Company Name]
Date: [Today]
═══════════════════════════════════════
COMPANY SNAPSHOT
[2-3 sentences: who they are, what they do, their current moment]
[Public/Private] · [Industry] · [HQ Location] · [~Employee Count]
TOP TRIGGERS
1. ⚡ [Trigger] — [one line] HIGH
2. 📉 [Trigger] — [one line] MEDIUM
3. 📢 [Trigger] — [one line] LOW
WHY NOW SCORE: [X]/10 — [one sentence]
TOP 3 PERSONAS
1. [Title] — [why they matter to this deal in one sentence]
2. [Title] — [why they matter]
3. [Title] — [why they matter]
COMPETITIVE SIGNAL
[One sentence: who they might be using, or "no competitive signal found"]
ACCOUNT WEDGE (HYPOTHESIS)
[One sentence: the single best angle to approach this account]
GO / NO-GO
[GO — worth a full Greenfield run]
[MAYBE — worth monitoring, run Trigger Radar in 2 weeks]
[NO-GO — no urgency, no angle, park this account]
VERIFICATION: [X] of [Y] claims are UNVERIFIED
═══════════════════════════════════════
Step 4 — Routing
Based on the recommendation:
-
GO: "This looks worth digging into. Want to run a full Greenfield, or focus on just triggers or warm paths?"
-
MAYBE: "Not urgent yet, but worth watching. I'd recommend setting a Google Alert and checking back in 2 weeks. Want me to set up the monitoring actions?"
-
NO-GO: "I don't see a compelling angle right now. The urgency signals are weak and there's no clear wedge. I'd park this account and focus your time elsewhere. Want to scan a different account?"
Step 5 — Completion
STATUS: DONE
RECOMMENDATION: GO | MAYBE | NO-GO
